DFX Intelligence
Advisors
Advisors registered through LidoAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
319 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Andrew James Wallace | Lido independent RIA | Los Angeles, Ca | Apr 7, 2026 | 10 y | 0 | 1 |
| Justin Walsh Certified Financial Planner | Lido independent RIA | Dallas, Tx | Jul 30, 2025 | 15 y | 2 | 2 |
| Timothy Thomas Walsh | Lido independent RIA | San Ramon, Ca | Dec 8, 2025 | 11 y | 2 | 1 |
| A••••• L•••••• W••••••••• Certified Financial Planner | L••• independent RIA | Los Angeles, Ca | Jul 30, 2015 | 22 y | 0 | 2 |
| J••• T••••• W•••••••• | L••• independent RIA | Los Angeles, Ca | Apr 27, 2023 | 12 y | 0 | 4 |
| D••••• W••••••• Certified Financial Planner | L••• independent RIA | Los Angeles, Ca | Dec 1, 2022 | 11 y | 0 | 4 |
| J•••••• J••••• W••••••••• | L••• independent RIA | Los Angeles, Ca | Jul 1, 2015 | 18 y | 1 | 3 |
| J••• W•••••••• | L••• independent RIA | Los Angeles, Ca | Jul 1, 2025 | 11 y | 0 | 1 |
| D•••• S•••• W••••••• Certified Financial Planner | L••• independent RIA | Bellevue, Wa | Feb 19, 2026 | 11 y | 3 | 4 |
| W••••• T••••• W••••••• | L••• independent RIA | Los Angeles, Ca | Apr 2, 2024 | 22 y | 1 | 9 |
| A••••• K•••• W•••••• | L••• independent RIA | Los Angeles, Ca | Nov 5, 2025 | 11 y | 1 | 2 |
| K•••••••• A•• W•••• | L••• independent RIA | Los Angeles, Ca | Mar 19, 2025 | 16 y | 2 | 2 |
| T•••• W••••• | L••• independent RIA | Warren, Nj | Aug 10, 2026 | 18 y | 0 | 2 |
| W••••• M••••• Y••••• | L••• independent RIA | Los Angeles, Ca | Dec 9, 2025 | 16 y | 3 | 2 |
| M•••• C••••••• Y•••• dual registrant | L••• independent RIA | New Albany, Oh | Oct 10, 2024 | 24 y | 5 | 4 |
| O••••• Z•••• Certified Financial Planner | L••• independent RIA | Los Angeles, Ca | Aug 19, 2021 | 12 y | 1 | 3 |
| S•••••• Z••• | L••• independent RIA | San Ramon, Ca | Dec 8, 2025 | 12 y | 2 | 1 |
| G••••••• M•••• Z•••••• Certified Financial Planner | L••• independent RIA | Bethesda, Md | Apr 3, 2024 | 26 y | 4 | 6 |
| P••• J••••••• Z•••• | L••• independent RIA | Los Angeles, Ca | Jan 6, 2026 | 11 y | 0 | 2 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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